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ProShares Ultra Gold

19 hedge funds and large institutions have $10.3M invested in ProShares Ultra Gold in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $1.72M

5% less funds holding

Funds holding: 2019 (-1)

5.06% less ownership

Funds ownership: 34.83%29.77% (-5.1%)

14% less capital invested

Capital invested by funds: $11.9M → $10.3M (-$1.65M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
2
Reduced
3
Closed
5
Calls
$2.44M
Puts
$1.72M
Net Calls
+$722K
Net Calls Change
+$709K
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1
Highland Capital Management (Texas)
Texas
$3.27M
Morgan Stanley
2
Morgan Stanley
New York
$3.08M +$2.76M +236,640 +1,809%
JT
3
Jump Trading
Illinois
$2.25M +$437K +37,456 +26%
KIA
4
King Investment Advisors
Texas
$544K
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$411K -$2.66M -227,848 -87%
LPL Financial
6
LPL Financial
California
$267K -$72.8K -6,232 -22%
Bank of America
7
Bank of America
North Carolina
$262K -$53.8K -4,604 -18%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$59K
FTUS
9
Flow Traders U.S.
New York
$53K +$49.9K +4,276 New
Citadel Advisors
10
Citadel Advisors
Florida
$26K +$24.8K +2,120 New
Creative Planning
11
Creative Planning
Kansas
$15K +$14K +1,200 New
AIG
12
American International Group
New York
$14.8K
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$12.1K +$11.4K +980 New
Canada Life
14
Canada Life
Manitoba, Canada
$9K
LIA
15
LS Investment Advisors
Michigan
$6K
MWP
16
MYCIO Wealth Partners
Pennsylvania
$4K
TCM
17
Tradewinds Capital Management
Washington
$4K
BRWM
18
B. Riley Wealth Management
Tennessee
$2K
MIM
19
Macroview Investment Management
Maryland
$1K
VF
20
Virtu Financial
New York
-$1.87M -161,344 Closed
VKH
21
Virtu KCG Holdings
New York
-$500K -39,504 Closed
Jane Street
22
Jane Street
New York
-$251K -21,704 Closed
U
23
UBS
Switzerland
-$109K -9,304 Closed
Ameriprise
24
Ameriprise
Minnesota
-$70K -6,000 Closed

UGL Hedge Fund Activity: Q2 2014 in Review

19 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Gold (UGL) for Q2 2014, worth a combined $10.3M — down 14% from $11.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of UGL and 4 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 2 added.

The largest buyer was Morgan Stanley, adding an estimated $2.76M. The largest seller was Susquehanna International Group, cutting an estimated $2.66M.

  • 19 institutional investors held ProShares Ultra Gold (UGL) as of Q2 2014, down from 20 in Q1 2014.
  • Funds reported $10.3M of ProShares Ultra Gold stock for Q2 2014, down 14% quarter-over-quarter.
  • 4 funds opened new ProShares Ultra Gold positions in Q2 2014 and 5 closed out, a net change of -1 holder.
  • The largest ProShares Ultra Gold buyer in Q2 2014 was Morgan Stanley, an estimated $2.76M added.
  • The largest ProShares Ultra Gold seller in Q2 2014 was Susquehanna International Group, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2014.